| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOSWORTH & ASSOCIATES, INC.3 | — | BLUECROSS BLUESHIELD OF TEXAS | $37K | $0 | $37K | 2.94% |
| EVERGREEN BENEFITS GROUP3 Filed as: EVERGREEN BENEFITS GROUP, LLC | — | BLUECROSS BLUESHIELD OF TEXAS | $5K | $0 | $5K | 0.38% |
| BOSWORTH & ASSOCIATES, INC.3 Filed as: BOSWORTH AND ASSOCIATES INC | PO BOX 6620 TYLER, TX 75711 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $0 | $4K | 20.10% |
| BROOKS AGENCY INC3 | 14812 COUNTY ROAD 424 LINDALE, TX 75771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $3K | $4K | 18.10% |
| KELSEY LEIGH BOSHART3 | 101 W. DUVAL ST TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 15.81% |
| MEREDITH PAIGE JONES3 | 312 TEXAS DRIVE HIDEAWAY, TX 75771 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $612 | $3K | 12.37% |
| BENEFITS COUNTS LLC3 | PO BOX 256 TROUP, TX 75789 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 10.47% |
| 3B VENTURE GROUP INC3 Filed as: 3B VENTURE GROUP OF TEXAS INC | 832 MALLARD TRL MURPHY, TX 75094 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $817 | $825 | $2K | 7.58% |
| JESSICA QUINN3 Filed as: JESSICA GARCIA | 325 KAYLA LN LONGVIEW, TX 75602 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $470 | $156 | $626 | 2.89% |
| BOSWORTH & ASSOCIATES, INC.3 Filed as: BOSWORTH & ASSCOCIATES | PO BOX 6620 TYLER, TX 75711 | DEARBORN LIFE INSURANCE COMPANY | $862 | $0 | $862 | 9.96% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 85 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 86 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF TEXAS | 143 | $1.3M |
| Dental | BLUECROSS BLUESHIELD OF TEXAS | 143 | $1.3M |
| Vision | DEARBORN LIFE INSURANCE COMPANY | 71 | $9K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $35K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $20K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $10K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 104 | $57K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 143 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.